Universe · entity
WD RUTHERFORD LLC
Institutional manager (13F) · CIK 1841015
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $211M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA Corp. | $19M | 110,492 |
| 2 | Alphabet Inc. Class A | $9M | 29,870 |
| 3 | Apple Inc. | $7M | 28,897 |
| 4 | Arista Networks Inc. | $6M | 50,105 |
| 5 | JPMorgan Chase & Co. | $6M | 20,398 |
| 6 | Amazon Inc. | $6M | 28,573 |
| 7 | Microsoft Corp. | $6M | 15,607 |
| 8 | CrowdStrike Holdings, Inc | $6M | 14,601 |
| 9 | Costco Wholesale Inc. | $6M | 5,707 |
| 10 | Advanced Micro Devices, Inc. | $6M | 27,345 |
| 11 | GE Aerospace | $5M | 18,917 |
| 12 | Casey's General Stores, Inc. | $5M | 7,293 |
| 13 | Honeywell Intl. Inc | $5M | 22,478 |
| 14 | GE Vernova Inc | $5M | 5,722 |
| 15 | Chevron Corp. | $5M | 24,101 |
| 16 | Meta Platforms Inc (Facebook) | $5M | 8,605 |
| 17 | Cummins Inc. | $5M | 9,061 |
| 18 | TJX Companies Inc. | $5M | 29,886 |
| 19 | Netflix | $5M | 47,726 |
| 20 | Goldman Sachs Group Inc. | $5M | 5,398 |
| 21 | Visa Inc. | $5M | 14,952 |
| 22 | Mastercard Inc. | $4M | 8,634 |
| 23 | Palo Alto Networks Inc | $4M | 26,385 |
| 24 | Home Depot Inc. | $4M | 12,587 |
| 25 | McKesson Corporation | $4M | 4,779 |
| 26 | Vertiv Holdings Co CL A | $4M | 15,220 |
| 27 | Wal-Mart Stores | $4M | 30,553 |
| 28 | Taiwan Semiconductor (Taiwan) | $4M | 11,186 |
| 29 | Caterpillar Inc. | $4M | 5,251 |
| 30 | Intuitive Surgical | $4M | 7,916 |
| 31 | Stryker Corp. | $4M | 10,790 |
| 32 | Snowflake Inc. | $3M | 21,682 |
| 33 | Robinhood Markets, Inc. | $3M | 46,050 |
| 34 | Nextera Energy Inc. | $3M | 33,419 |
| 35 | AppLovin Corporation | $3M | 7,023 |
| 36 | United Rentals, Inc. | $3M | 3,734 |
| 37 | Lam Research Corp. | $3M | 12,281 |
| 38 | American Express Company | $2M | 7,553 |
| 39 | Shopify Inc. | $2M | 19,023 |
| 40 | US Bancorp | $2M | 42,642 |
| 41 | Boston Scientific Corp. | $2M | 32,675 |
| 42 | ServiceNow Inc. | $2M | 19,198 |
| 43 | Cloudflare, Inc. | $2M | 9,434 |
| 44 | T-Mobile US, Inc. | $2M | 9,242 |
| 45 | Otis Worldwide Corp. | $2M | 21,965 |
| 46 | Reddit, Inc. | $2M | 12,162 |
| 47 | Applied Materials | $2M | 4,528 |
| 48 | Salesforce.com Inc. | $2M | 8,285 |
| 49 | Coherent Corp. | $2M | 6,329 |
| 50 | Alphabet Inc. Class C | $1M | 5,004 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.